ATPW

Ashton Thomas Private Wealth Portfolio holdings

AUM $3.86B
1-Year Est. Return 17.15%
This Quarter Est. Return
1 Year Est. Return
+17.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.88B
AUM Growth
+$66.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,941
New
Increased
Reduced
Closed

Sector Composition

1 Technology 14.26%
2 Healthcare 6.73%
3 Financials 6.59%
4 Industrials 6.27%
5 Consumer Discretionary 4.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1826
-60
1827
-55
1828
-69
1829
-216
1830
-2,091
1831
-2,542
1832
-2,631
1833
-22
1834
-115
1835
-498
1836
-485
1837
-122
1838
-60
1839
-1,632
1840
-2,000
1841
-70
1842
-838
1843
-364
1844
-28
1845
-90
1846
-894
1847
-46
1848
-62
1849
-154
1850
-94